Hb Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Hb Wealth Management, LLC

$14.5 Billion
Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Hb Wealth Management, LLC holds 1,733,119 shares of JMST stock, worth $88.3 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

1,733,119

Previous 633,259 173.68%

Holding current value

$88.3 Million

Previous $32.2 Million 174.33%

% of portfolio

0.61%

Previous 0.26%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$50.81 - $51.07 $55.9 Million - $56.2 Million	1,099,860 Added 173.68%	1,733,119 $88.5 Million
Q2 2025 Jul 17, 2025	SELL	$50.52 - $50.92 $338,332 - $341,011	-6,697 Reduced 1.05%	633,259 $32.2 Million
Q1 2025 May 07, 2025	BUY	$50.72 - $50.92 $3.01 Million - $3.03 Million	59,415 Added 10.23%	639,956 $32.5 Million
Q4 2024 Jan 15, 2025	BUY	$50.67 - $50.9 $23.5 Million - $23.6 Million	463,452 Added 395.81%	580,541 $29.4 Million
Q3 2024 Oct 15, 2024	BUY	$50.61 - $50.96 $243,636 - $245,321	4,814 Added 4.29%	117,089 $5.96 Million

Q2 2024 Jul 26, 2024	SELL	$50.57 - $50.75 $950,614 - $953,998	-18,798 Reduced 14.34%	112,275 $5.7 Million
Q1 2024 Apr 30, 2024	SELL	$50.62 - $50.84 $1.06 Million - $1.06 Million	-20,924 Reduced 13.77%	131,073 $6.65 Million
Q4 2023 Jan 16, 2024	SELL	$50.29 - $50.88 $652,009 - $659,659	-12,965 Reduced 7.86%	151,997 $7.71 Million
Q3 2023 Oct 13, 2023	SELL	$50.45 - $50.66 $1.04 Million - $1.05 Million	-20,654 Reduced 11.13%	164,962 $8.32 Million
Q2 2023 Jul 13, 2023	SELL	$50.49 - $50.76 $2.52 Million - $2.54 Million	-49,950 Reduced 21.2%	185,616 $9.4 Million
Q1 2023 Apr 13, 2023	SELL	$50.47 - $50.79 $38.8 Million - $39 Million	-768,545 Reduced 76.54%	235,566 $12 Million
Q4 2022 Jan 20, 2023	SELL	$50.24 - $50.61 $8.04 Million - $8.1 Million	-160,023 Reduced 13.75%	1,004,111 $0
Q3 2022 Oct 19, 2022	SELL	$50.25 - $50.72 $7.05 Million - $7.12 Million	-140,299 Reduced 10.76%	1,164,134 $58.6 Million
Q2 2022 Jul 15, 2022	SELL	$50.42 - $50.72 $6.85 Million - $6.89 Million	-135,844 Reduced 9.43%	1,304,433 $66.1 Million
Q1 2022 May 16, 2022	SELL	$50.56 - $51.05 $10.9 Million - $11 Million	-214,858 Reduced 12.98%	1,440,277 $72.9 Million
Q4 2021 Feb 15, 2022	BUY	$50.99 - $51.08 $84.4 Million - $84.5 Million	1,655,135 New	1,655,135 $84.5 Million

Others Institutions Holding JMST

# of Institutions

551

Shares Held

60.6M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Hb Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History